Adam Waitkevich (CRD# 4735172) is an Investment Advisor Representative working at Concord Wealth Partners in Abingdon, VA and has over 19 years of experience in the finance industry.
CRD# 2842154
On Investment Management Co
CRD# 4342165
Edward Jones
CRD# 2291001
Cambridge Investment Research Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Concord Wealth Partners | Worcester, MA | Oct 2021 - Current | 2 |
Coppertree, LLC | Westborough, MA | May 2011 - Current | 13 |
Divorce Financial Solutions, LLC | Westborough, MA | Jan 2010 - Current | 14 |
Triad Advisors, Inc. | Norcross, GA | Feb 2010 - Sep 2016 | 6 |
Triad Advisors, Inc. | Norcross, GA | Aug 2011 - Dec 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2004 |
S65 | NASAA Investment Advisors Law Examination | May 2004 |
- MA
-
Total Assets Under Management807MILLIONS
-
Total Number of Accounts3,085ACCOUNTS
-
Average Account Value$261,460
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, CT, DC, FL, LA, MA, MD, MN, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV
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